How to add a note from the Notes Tab of a case.
Navigate to the Notes Tab.
Click New Note.
A pop-up window will appear.
Type desired note into the box.
To direct a note to someone, choose their name from the Direct To dropdown menu, multiple names may be selected.
Click on Note Categories to add a note category(s).
Click Save.
The new note will appear on the Notes Tab of the case.
If a note is directed to a staff member, they will also receive the note as a message.
NOTE: Users may also add a new case note by selecting Add Note from the green drop-down arrow on the right side of the case or by selecting the "n" key on their keyword.